Agenda
| Time | Programme | |
|---|---|---|
| 1:15 PM | Registration and Welcome Coffee | |
| 2:00 PM | Opening Remarks | |
| 2:10 PM | Keynote Address | |
| 2:30 PM | Keynote Presentation by SMU | |
| 3:00 PM | Panel Discussion: Discover the Vital Role of Independent Wealth Managers in Shaping Singapore’s Financial Landscape | Unlock insights on the underlying reasons of the development of the IWM sector in Singapore, establishing its role in the industry and how can independent wealth managers refine their value propositions and strengthen Singapore’s position as a wealth management hub. |
| 3:45 PM | Coffee Break | |
| 4:00 PM | Panel Discussion: Charting the IWM Course and Navigating Challenges for Growth: What’s next for Independent Wealth Managers? | Gain industry heavyweights’ perspectives on the latest developments and trends (e.g. family office boom) or disruptors within the industry and how regulatory plays a part against a highly regulated environment. |
| 4:45 PM | Keynote Presentation: Powering the Future of Independent Wealth Through Innovation | |
| 5:15 PM | Coffee Break | |
| 5:30 PM | Panel Discussion: NextGen Singapore: The Future of Finance |
How Megatrends Will Reshape Financial Services and Impact Independent Wealth Managers in the Coming Years. The financial world is undergoing a transformational shift. Various global trends are reshaping market conditions and influencing customer behavior. These include technology (artificial intelligence, digitalization, tokenization), mobility, demographics (longevity), climate change, and the massive wealth transfer from the Baby Boomer generation to Millennials and Generation Z. These changes have a profound impact on the business of independent asset managers. What are the consequences of these transformational shifts, and how can they respond to these challenges? What must independent asset managers recognize, what actions must they take, and how can they secure their success in the years ahead? These questions will be explored, in discussions with leading experts who have been closely analyzing these megatrends for many years. |
| 6:15 PM | Closing Remarks | |
| 6:25 PM | Networking Reception | |
| 7:30 PM | Event Ends |
Shaping the Future of Independent Wealth Management
Engage with top industry leaders, gain exclusive insights, and connect with over 150 peers in a high-energy setting. This event is designed to equip independent wealth managers with actionable strategies through dynamic keynote sessions, expert-led panel discussions, and a networking reception. Explore the latest trends, navigate industry challenges, and uncover opportunities that will shape the future of independent wealth management.
Registration and Welcome Coffee
Opening Remarks
Keynote Address
Keynote Presentation by SMU
Panel Discussion: Discover the Vital Role of Independent Wealth Managers in Shaping Singapore’s Financial Landscape
Unlock insights on the underlying reasons of the development of the IWM sector in Singapore, establishing its role in the industry and how can independent wealth managers refine their value propositions and strengthen Singapore’s position as a wealth management hub.
Moderator:
- Audrey Raj, Senior Consultant – South Asia Editor, Asian Private Banker
Panellists:
- Annabelle Chow, Head of Financial Intermediaries, Bank of Singapore
- Anthonia Hui, Head of Singapore, AlTi Tiedemann Global
- Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
- Patrick Stauber, Group CEO and CEO, Marcuard Heritage AG, Switzerland
Coffee Break
Panel Discussion: Charting the IWM Course and Navigating Challenges for Growth: What’s next for Independent Wealth Managers?
Gain industry heavyweights’ perspectives on the latest developments and trends (e.g. family office boom) or disruptors within the industry and how regulatory plays a part against a highly regulated environment.
Moderator:
- Bloomberg
Panellists:
- Jason Tan, Partner, Financial Crime, KPMG Singapore
- Tan Woon Hum, Partner & Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok, LLC
- To be confirmed
- To be confirmed
Keynote Presentation: Powering the Future of Independent Wealth Through Innovation
Presented by:
- Lake Dai, Founder, Managing Partner, Sancus Ventures
Coffee Break
Panel Discussion: NextGen Singapore: The Future of Finance
How Megatrends Will Reshape Financial Services and Impact Independent Wealth Managers in the Coming Years.
The financial world is undergoing a transformational shift. Various global trends are reshaping market conditions and influencing customer behavior. These include technology (artificial intelligence, digitalization, tokenization), mobility, demographics (longevity), climate change, and the massive wealth transfer from the Baby Boomer generation to Millennials and Generation Z.
These changes have a profound impact on the business of independent asset managers. What are the consequences of these transformational shifts, and how can they respond to these challenges? What must independent asset managers recognize, what actions must they take, and how can they secure their success in the years ahead?
These questions will be explored, in discussions with leading experts who have been closely analyzing these megatrends for many years.
Moderator:
- Claude Baumann, Founder & Chairman, Finews.Asia Pte. Ltd.
Panellists:
- Lake Dai, Founder, Managing Partner, Sancus Ventures
- Ning Chong, Director, Family Office For Art
- Nirbhay Handa, CEO & Co-Founder, Multipolitan
- Parag Khanna, Author, Strategist, and Founder/CEO, AlphaGeo
